Dan Henry
π€ SpeakerAppearances Over Time
Podcast Appearances
So if you're a business owner,
or your investor or whatever, you make a lot of money, but you don't know that you can save taxes with a foundation.
Well, now you know what to do.
Then you explain why a foundation works.
Okay, well, a foundation works because you explain the whole thing.
And now they understand, okay, foundations can help you save taxes.
Here's why foundations can help you save taxes.
well, when would I be able to use it?
When would I be able to do this?
Well, when you're paying at least $500,000 in taxes, that's appropriate to start your own foundation.
Okay, so now I know what a foundation is and why I can save taxes and when I should do it based on my income or based on how much taxes I pay.
well, by the way, we sell a done for you tax setup.
So they're not going to be interested in paying you to set up a foundation for them until they learn what a foundation is, why it saves them taxes, and when it's best to start one.
Now they're like, well, this is value.
I didn't know this.
Hey, can you set one up for me?
Bam, you just sold a client into your tax practice.
So when you teach what to do, when to do,
And while you're doing it, this opens people up for the how.
And there's plenty to cover in what, when, and why.